At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

Ontario | 2 opportunities: Ontario North East and Ontario South West

The opportunity
Help advisors turn insurance opportunities into meaningful client outcomes.

CI Financial is seeking Business Development & Enablement Specialists to strengthen advisor relationships and grow insurance activity across an assigned network of independent advisors and branches.

This role combines proactive business development with practical insurance expertise. You will help advisors identify opportunities within their existing client books, prepare for client conversations and move cases forward. You will also connect advisors with advanced planning and insurance specialists when additional expertise or sales support is needed.

This is an opportunity to help shape an evolving advisor-enablement model, with a clear focus on relationship development, advisor participation and insurance growth.

WHAT YOU WILL DO

• Build and maintain relationships with assigned advisors, branches and regional teams through proactive outreach and meaningful engagement.
• Help advisors identify insurance needs within their existing client books and translate those needs into actionable opportunities.
• Conduct case consultations and support straightforward to moderately complex opportunities through product guidance, illustrations and preparation for client discussions.
• Maintain follow-up and pipeline momentum from opportunity identification through application and placement, coordinating with the appropriate support teams.
• Engage the Regional Vice President or Advanced Planning Specialist on complex estate, corporate and high-net-worth cases.
• Develop relationships between advisors and Corporate Insurance Specialists where specialist-led insurance execution would benefit the advisor and client.
• Participate in branch meetings, advisor events, professional development days and regional growth initiatives.
• Use Salesforce to maintain visibility into advisor engagement, opportunities and business results.

WHAT YOU WILL BRING

• Experience in insurance distribution, business development, wholesaling or advisor support, with a proactive, relationship-driven approach.
• Strong knowledge of life insurance, living benefits and insurance planning concepts.
• The ability to engage advisors, recognize opportunities and provide practical guidance that helps move business forward.
• Strong communication, organization and follow-through, with the ability to manage multiple relationships and opportunities.
• Sound judgment in recognizing when advanced planning or specialist support is required.
• Appropriate provincial life insurance licensing, or the ability to obtain it.
• Willingness and ability to travel within your assigned Ontario region.

What the role offers

• An established advisor network and the opportunity to develop insurance business within existing client relationships.
• Collaboration with advanced planning, Corporate Insurance Specialists and operational support teams.
• The opportunity to contribute to the development of a growing insurance-enablement model within CI Financial.

If you enjoy building advisor relationships, uncovering opportunities and helping turn planning conversations into business results, we would welcome your application.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $85,000 to $100,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a sales incentive plan program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.  

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.  Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.